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  • NAIC Update—March 2010 Meeting
    NAIC Update—March 2010 Meeting Update on the proceedings of the March 2010 NAIC meeting. Annuity ... 2010 NAIC meeting. Annuity valuation;Health care reform;Life valuation;Mortality assumption;Nonforfeiture ...

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    • Authors: Donna Claire
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Public Policy
  • NAIC Update – September 2009 Meeting
    NAIC Update – September 2009 Meeting Author reported on sessions she attended at September 2009 NAIC ... much information on the Valuation Manual. Annuity valuation;Life valuation; 10567 2/1/2010 12:00:00 ...

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    • Authors: Donna Claire
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Public Policy
  • Has the Illustrations Regulation Been Successful?
    Has the Illustrations Regulation Been Successful? A commentary on whether or not ... been successful. Discount rates=Interest rates;Individual life plans;Mortality assumption;Illustrations=Illustration ...

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    • Authors: Scott Witt
    • Date: Nov 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy
  • Summary of the December 2003 NAIC Meeting
    new voluntary lapse rate assumption varies by individual vs. group and policy year. For po l i cy year ... against the use of morbidity improvement beyond the valuation date. This specific revision is applicable to ...

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    • Authors: Larry M Gorski
    • Date: Mar 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Public Policy
  • The End of A Tumultuous Year
    from 65 percent to 100 percent of the 1994 GMDB Table, and perhaps allowing insurers to recognize their ... experience. A motion to use 85 percent of the 1994 GMDB table failed. The AAA will continue to work on this topic ...

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    • Authors: Larry M Gorski
    • Date: Mar 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Variable annuities; Life Insurance>Universal life; Public Policy
  • NAIC Update – October 2010 Meeting
    law links interest rates and mortality to the valuation rates, there are some changes needed to the Standard ... Nonforfeiture Law because of changes in the Standard Valuation Law. John Bruins of the ACLI discussed some ...

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    • Authors: Donna Claire
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Health & Disability; Life Insurance; Public Policy
  • New York’s Revised Expense Limitation Law
    OCTOBER 1998 PRODUCT DEVELOPMENT NEWS PAGE 21 TABLE 1 First-Year Inside Limits—Percent of Premium Per ... 0% 8.0 16.0 91.0% 7.0 14.5 99.0% 8.5 16.0 TABLE 2 Renewal-Year Limits—Percent of Premium To Agent ...

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    • Authors: John Fenton, Douglas French, Jonathan Hecht
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Expenses - Life Insurance; Public Policy
  • The Impact of AG 49 and AG 49-A on Indexed Universal Life Insurance Illustrations: Results from a Survey of 28 Insurers
    The Impact of AG 49 and AG 49-A on Indexed Universal Life Insurance Illustrations: Results from ... and opinions expressed herein are those of the individual authors and are not necessarily those of the ...

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    • Authors: Karthik Yadatore, Paul Fedchak, Patrick Ouyang
    • Date: Oct 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Public Policy
  • Update on NAIC Activities
    standard scenario would change from valuation date to valuation date as interest rates change. Also ... calculated using models based on dates prior to the valuation date. The consensus view for the guideline’s effective ...

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    • Authors: Larry M Gorski
    • Date: Jul 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Public Policy
  • Update on Federal Tax Issues Under the 2001 CSO Mortality Tables
    Update on Federal Tax Issues Under the 2001 CSO Mortality Tables Update on Federal Tax Issues Under ... and t hus w i l l become the “prevail - ing table” for purposes of these statutes, it is especially ...

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    • Authors: Craig R Springfield
    • Date: Mar 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy